Stock Stories | Case Studies and Mental Models for Individual Investors-logo

Stock Stories | Case Studies and Mental Models for Individual Investors

Business & Economics Podcasts

What stocks do you own and why do you own them? What are the fundamentals that ultimately drive stock market returns? I'm Alex Mason, an individual investor like you. Join me in my journey to decode the business behind the stock, and uncover principles and best practices for individual investors. My goal is to improve your investing process with knowledge and insight through case studies of real companies. This is the show where we explore the histories, business models, and economic characteristics of publicly traded companies, as well as mental models to complement investment analysis.

What stocks do you own and why do you own them? What are the fundamentals that ultimately drive stock market returns? I'm Alex Mason, an individual investor like you. Join me in my journey to decode the business behind the stock, and uncover principles and best practices for individual investors. My goal is to improve your investing process with knowledge and insight through case studies of real companies. This is the show where we explore the histories, business models, and economic characteristics of publicly traded companies, as well as mental models to complement investment analysis.

Location:

United States

Description:

What stocks do you own and why do you own them? What are the fundamentals that ultimately drive stock market returns? I'm Alex Mason, an individual investor like you. Join me in my journey to decode the business behind the stock, and uncover principles and best practices for individual investors. My goal is to improve your investing process with knowledge and insight through case studies of real companies. This is the show where we explore the histories, business models, and economic characteristics of publicly traded companies, as well as mental models to complement investment analysis.

Language:

English


Episodes

Tesla (TSLA) - Part I

12/2/2020
Tesla has taken the auto world by storm by designing and producing a suite of high tech electric vehicles, as well as a system of software and energy products to complement them. Over time, Elon Musk and his team have transformed the company from a small startup with a single car to a fast growing and polarizing company that has attracted a lot of attention in recent years. In today's episode we cover the history of Tesla’s business. Come back next week for the full analysis... Want to say...

Duration:00:42:55

AutoZone (AZO)

11/25/2020
AutoZone is an auto parts retailer that created a niche for itself throughout the 1980’s and 1990’s. Through catering to DIY’ers, they’ve established themselves as a go to source for auto parts and advice. Though relatively mature in the U.S. market, there has been gradual expansion into Mexico and Brazil. While this company pays no dividends, one of the more interesting facts about it is the significant amount of money it returns to shareholders through share buybacks. In today's episode...

Duration:00:45:07

General Motors (GM)

11/18/2020
General Motors became a powerhouse in the early 1900s and gave Henry Ford a run for his money. Boasting several brands, each tailored to certain socio-economic and demographics groups, GM achieved significant market share in the past. Now, the company has just four core brands and is trying to break into the electric vehicle and autonomous market. In today's episode we cover the history, business model, financials, and future outlook of General Motors. Want to say hi? Send me a DM on...

Duration:00:44:59

8 Mistakes of Beginner Investors

11/13/2020
These are some thoughts about what I wish I had known when I started investing. I could have paid more attention to these lessons and saved a lot of money. Because I made some of these mistakes, I am STILL paying for it in my portfolio. I don’t want you to go through what I went through. I'd like to give a special shout out to some of my fellow investors out there who contributed their thoughts to this episode: Harvir - @millenial_mogul_investing Mabel - @girlsonthemoney (check out our...

Duration:00:47:30

Mental Model: Multiplying By Zero

11/11/2020
Multiplying anything by zero equals zero. It's a numerical truth that we learn when we're young and in school. Sadly, I think this concept gets applied to little more than math and people's homework when they're in formal education programs. How can we apply this concept beyond the numerical and theoretical? Today's episode explores what happens when we take the concept of multiplying by zero and apply it to life and investing. We'll talk about: The basic definition of Multiplying By...

Duration:00:21:12

SAP SE (SAP)

11/4/2020
SAP - short for Systems, Applications, and Products, is a software company based in Germany. For decades, they have created software systems for businesses, and are most known for their Enterprise Resource Planning software, or ERP. By linking the needs and requirements of different sides of a business, SAP's software becomes a single solution that a lot of businesses rely on to run their daily operations. Today's episode explores the history, business model, financials, and valuation of...

Duration:00:42:50

Ventas (VTR)

10/28/2020
Ventas is a REIT that operates at the intersection of real estate and healthcare. With over 1200 properties spread throughout the United States, they are one of the biggest nursing home and medical office landlords out there. We'll discuss Ventas' history, business model, and financials, as well as some closing thoughts. Want to say hello? Send a DM on Instagram: @stockstoryteller Email: alex@stockstoriespodcast.com

Duration:00:33:42

Digital Realty (DLR)

10/21/2020
Digital Realty buys and operates buildings that house data centers. Data centers are physical locations where computer systems are stored. Companies pay DLR to store, protect, and route their data. Instagram: @stockstoryteller Email: alex@stockstoriespodcast.com

Duration:00:33:10

Federal Realty (FRT)

10/14/2020
Today we're talking about another REIT (REITs have definitely been on my mind lately!) Federal Realty is one of the oldest REITs in America and has one of the best dividend track records. In today's episode we explore the history, business model and financials of a company that has been focused on commercial retail - a challenging industry, to be sure. We look at what Federal Realty is doing to position itself for future growth, as well as how it is dealing with current challenges related...

Duration:00:35:10

Mental Model: Seizing the Middle

10/7/2020
Basic Idea: By aligning yourself in a certain domain with favorable characteristics, you are more likely to have greater flexibility and reap more rewards. Today's mental model is called Seizing the Middle. Seizing the middle is all about options. Where can we put ourselves in life and business such that, in the future, we’re more likely to have a lot of options? Check out Shane Parrish's website Farnam Street for excellent coverage of mental models. Instagram: @stockstoryteller Email:...

Duration:00:18:59

Host Hotels and Resorts (HST)

9/30/2020
This week we're discussing the other Marriott spin-off. This company is a real estate investment trust (REIT) that is the largest lodging REIT in the U.S., and the largest owner of Marriott properties. They operate Marriott, Hyatt, and other branded hotels. Instagram: @stockstoryteller Email: alex@stockstoriespodcast.com

Duration:00:35:07

Marriott Vacations Worldwide (VAC)

9/23/2020
A few weeks ago we discussed Marriott, one of the world's largest hotel chains. In that episode I mentioned that at one point, they spun off a few businesses. This is one of those businesses! Marriott Vacations Worldwide is in the vacation club business, or timeshares, as they are more frequently known. We discuss how the timeshare industry works as well as details specific to the company. Instagram: @stockstoryteller Email: alex@stockstoriespodcast.com

Duration:00:37:56

Investing in Space with Aaron Burnett of Spaced Ventures

9/16/2020
In last week's episode we discussed one of the few publicly traded space companies out there - Virgin Galactic. Well, what about all of the other start-up space companies that exist that aren't publicly traded? Is there a way to invest in them? Today, I'm happy to share a conversation I had with entrepreneur Aaron Burnett, who has founded Spaced Ventures, a crowdfunding platform for space-focused start-ups. We cover a lot of ground, including Aaron's story, how funding for private...

Duration:01:18:02

Virgin Galactic (SPCE)

9/9/2020
It's one of the few publicly traded space companies out there. Virgin Galactic's mission is to help the greater good of humanity through space. Though it's a vaguely described mission, Virgin has been putting their money where their mouth is by building space planes and actually launching them into orbit. Now a revenue generating operation, let's look at one of billionaire Richard Branson's more highly publicized projects as of late, and develop a better understand of the business behind...

Duration:00:24:17

Mental Model: Opportunity Cost

9/2/2020
Choose one thing, and you can't choose something else. Say no to one thing in order to say yes to another. This is the essence of opportunity cost, and it is a central idea in behavioral economics. In this episode we take a look at what opportunity cost means from a holistic perspective as well as what this concept means for investors. Instagram: @stockstoryteller Email: alex@stockstoriespodcast.com

Duration:00:20:35

Marriott International (MAR)

8/26/2020
With over 7,000 properties spread throughout the world, Marriott has become one of the biggest and most recognizable lodging brands out there. They have 30 different brands, each with their own distinct feel. Let's look at where Marriott came from and how we can understand this business from an investor's perspective. Instagram: @stockstoryteller Email: alex@stockstoriespodcast.com

Duration:00:33:40

Macerich (MAC)

8/19/2020
Macerich is one of the larger pure-play mall REITs in America, and they have several dozen properties scattered across the country. Though they have a good history of paying generous payouts to shareholders, is their very existence in trouble because of COVID-19 and the general trend of e-commerce? Instagram: @stockstoryteller Email: alex@stockstoriespodcast.com

Duration:00:29:44

Simon Property Group (SPG)

8/12/2020
The modern mall has existed for only a century or so, but gathering places of commerce have existed for millenia. Simon Property Group has a large portfolio of quality commercial real estate spread throughout America and in countries around the world. Say hi on Instagram: @stockstoryteller Email me: alex@stockstoriespodcast.com

Duration:00:49:11

Southern Company (SO)

8/5/2020
If you live in Alabama, Mississippi, Georgia, Tennessee, or Virginia, there is a good chance that you pay your electric or gas bill to Southern Company. As the second largest utility in the U.S., they serve well over 8.5 million customers. Connect with me via Instagram or email: Instagram: @stockstoryteller Email: alex@stockstoriespodcast.com

Duration:00:35:19

Mental Model: Fight or Flight

7/29/2020
Flight or Flight is a powerful biological response to the way that we, and animals, respond to perceived threats. Either we're attacking something or we're running away from it. In this episode we cover how we can apply this mental model to our investing practice. Instagram: @stockstoryteller alex@stockstoriespodcast.com

Duration:00:23:15